Sync ZenBusiness Banking to Microsoft Excel
BankSync may support connections to ZenBusiness Banking accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync ZenBusiness Banking to Microsoft Excel
Search for ZenBusiness Banking in BankSync
Sign up for BankSync and, if ZenBusiness Banking is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported ZenBusiness Banking fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from ZenBusiness Banking to Microsoft Excel
Transactions
Sync available ZenBusiness Banking transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported ZenBusiness Banking accounts.
Holdings
Sync supported investment positions, quantities, and market values from ZenBusiness Banking.
Trades
Sync supported investment trade and activity history from ZenBusiness Banking.
Loans
Sync supported loan balances and provider-supplied liability details from ZenBusiness Banking.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any ZenBusiness Banking field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync ZenBusiness Banking with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync ZenBusiness Banking somewhere else
The same ZenBusiness Banking connection can feed any of these destinations.
- Sync ZenBusiness Banking to Actual Budget
- Sync ZenBusiness Banking to Airtable
- Sync ZenBusiness Banking to Firefly III
- Sync ZenBusiness Banking to Google Sheets
- Sync ZenBusiness Banking to Home Assistant
- Sync ZenBusiness Banking to MongoDB
- Sync ZenBusiness Banking to MySQL
- Sync ZenBusiness Banking to Notion
- Sync ZenBusiness Banking to PostgreSQL
- Sync ZenBusiness Banking to Securo
- Sync ZenBusiness Banking to SimpleFIN
- Sync ZenBusiness Banking to Sure
Other banks that sync to Microsoft Excel
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BankSync is not affiliated with, endorsed by, or an official partner of ZenBusiness Banking or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.